List of Workflow Triggers

Created by PX Marketing, Modified on Tue, 19 Aug at 4:46 PM by PX Marketing

Overview

Triggers are events that start a workflow in PXME. Once a trigger fires, the workflow moves into its actions step by step. You can add one or multiple triggers inside a single workflow to cover different scenarios.

Contact Triggers

Birthday Reminder – Runs daily at 8:00 AM when a contact’s birthday matches.
Contact Changed – Fires when a contact’s record is updated.
Contact Created – Fires when a new contact is added.
Contact DND (Do Not Disturb) – Fires when a contact opts out of a channel.
Contact Tag – Fires when a tag is added or removed.
Custom Date Reminder – Fires when a custom date field matches.
Note Added/Changed – Fires when a note is added or edited.
Task Added/Completed – Fires when tasks are added or marked complete.
Contact Engagement Score – Fires when a contact’s engagement score changes.

Event Triggers

Inbound Webhook – Fires when external data is sent in.
Call Status – Fires based on call results (answered, missed, voicemail).
Email Events – Fires on open, click, bounce, unsubscribe.
Conversations Applied – Fires when a customer replies in a channel.
Form Submitted – Fires when a form is submitted.
Trigger Link Clicked – Fires when a tracked link is clicked.
Facebook Lead Form Submitted – Fires when a FB lead form is submitted.
Instagram Lead Form Submitted – Fires when an IG lead form is submitted.
Video Tracking – Fires when a video is watched or interacted with.
Number Validation – Fires when a number fails validation (landline/invalid).
Messaging Error – SMS – Fires if an SMS fails to send.
Funnel/Website PageView – Fires when a contact visits a funnel or site page.
Quiz Submitted – Fires when a quiz is completed.
New Review Received – Fires when a new review is posted.
Prospect Generated – Fires when a new prospect is created.

Appointment Triggers

Appointment Status – Fires when an appointment is scheduled, rescheduled, canceled, or marked as no-show.
Customer Booked Appointment – Fires as soon as an appointment is booked.

Opportunity Triggers

Opportunity Status Change – Fires when an opportunity’s status changes.
Opportunity Created – Fires when a new opportunity is created.
Opportunity Changed – Fires when an opportunity record is updated.
Pipeline Stage Changed – Fires when an opportunity moves stages.
Stale Opportunity – Fires when an opportunity sits in a stage too long.

Affiliate Triggers

Affiliate Created – Fires when a new affiliate is added.
New Affiliate Sale – Fires when a sale is attributed to an affiliate.
Affiliate Enrolled in Campaign – Fires when an affiliate joins a campaign.

Payment Triggers

Invoice – Fires when an invoice is created or updated.
Payment Received – Fires when a payment is collected.
Order Form Submission – Fires when an order form is submitted.
Order Submitted – Fires on any purchase.
Documents & Contracts – Fires when a doc or contract changes.
Subscription Status Change – Fires when a subscription changes status.
Refund – Fires when a refund is issued.

IVR Triggers

IVR Started – Fires when an inbound IVR session begins.

Facebook & Instagram Triggers

Facebook Comments / Instagram Comments – Fires when a contact comments on your post.

Notes on Filters

Most triggers allow filters for precision. For example:

Form Submitted can run on any form, or be filtered to one specific form.
Appointment Status can run on any appointment, or be filtered to only confirmed appointments.

FAQs

Q1: Can I use multiple triggers in the same workflow?
Yes. A workflow can start from any of the triggers you set.

Q2: How do filters work with triggers?
Filters let you narrow down when a trigger fires — e.g., only for certain forms, tags, or calendars.

Q3: What are common use cases for contact triggers?

Contact Created → Send a welcome email or start onboarding.
Contact Tag → Add them to a nurture sequence based on behavior.

Q4: How do payment triggers help?
They automate post-purchase steps, like sending receipts, granting course access, or updating opportunities.

Q5: Can triggers help manage reviews?
Yes. For example, a New Review Received trigger can notify your team, request a testimonial, or add the reviewer to a reputation campaign.